NTT DC REIT - UOB Kay Hian 2025-09-23: Building Balanced Portfolio Through Accretive Acquisitions

NTT DC REIT: Building Balanced Portfolio Through Accretive Acquisitions

Published:
NTT DC REIT (SGX:NTDU) | SGinvestors.io
  • NTT DC REIT (SGX:NTDU) could build a balanced portfolio by tapping on the sizeable sponsor pipeline for acquisitions in Europe and Asia. Management is exploring the feasibility of acquiring a hyperscale data centre in Frankfurt, Germany in 1H26, which will increase exposure to Tier 1 markets.
  • - Read this at SGinvestors.io -

Acquisition enhances geographical diversification.

  • NTT DC REIT's management is exploring the feasibility of acquiring a hyperscale data centre in Frankfurt, Germany in 1H26. The data centre is anchored by two US-based hyperscalers with a long WALE of 10 years.
  • - Read this at SGinvestors.io -

Growth supported by sizeable sponsor pipeline.

  • The sponsor NTT Limited (NTT), through its subsidiary NTT Global Data Centres, is the world’s third-largest data centre provider globally (excluding China) with 2,277MW of IT power (1,419MW in operation and 858MW under construction). It has a portfolio of 133 buildings across 91 data centre sites.
  • The sponsor has granted NTT DC REIT a global right of first refusal over stabilised income-producing data centres covering 123 properties with a capacity of about 2,000MW, of which 130MW represents identified high-conviction acquisitions for potential execution over the next five years.

NTT DC REIT is the only offtake vehicle for NTT to recycle capital.

  • Read more at SGinvestors.io.



Above is an excerpt from a report by UOB Kay Hian Research.
Clients of UOB Kay Hian may be the first to access the full PDF report @ https://www.utrade.com.sg/.



Jonathan KOH CFA UOB Kay Hian Research | https://research.uobkayhian.com/ 2025-09-23



Read also UOB's most recent report:
2026-01-08 NTT DC REIT - Lucrative Yield With Incremental Upside From Asset Injections.

Price targets by other brokers at NTT DC REIT Target Prices.

Listing of research reports at NTT DC REIT Analyst Reports.

Relevant links:
NTT DC REIT Share Price History,
NTT DC REIT Announcements,
NTT DC REIT Dividend Payout Dates & Corporate Actions,
NTT DC REIT News






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